The Loan Syndications Associate will be responsible for providing analytical and execution support to deliver customized debt solutions to Citi's Commercial Bank clients. The Loan Syndications Associate is a critical member of a deal team, working directly with Vice Presidents and Senior Transactors as well as with colleagues across multiple groups in the bank to originate and execute transactions.
Responsibilities:
Support deal origination by drafting pitch materials incorporating an analysis of capital structure, credit profile, publicly available data on companies and transactions, and industry research.
Prepare market comparables, initial due diligence lists, deal pre-screen presentations, and draft indicative term sheets.
Tracking and summarizing loan market conditions in client materials, with a focus on the Middle Market segment of the US Loan Market.
Execute lead-arranged transactions by preparing organization books, drafting marketing materials (Confidential Information Memorandums, lender presentations, and pre-screening memorandums), organizing and managing bank meetings, participating in and tracking lender interaction and diligence, and managing the deal closing process.
Support the review of financing documents, including commitment letters, fee letters, engagement letters, and credit agreements.
Coordinate with other groups within Citi, including Coverage, Underwriting, Risk, and Operations as well as other product groups to meet pitch and deal-related deliverables and deadlines.
Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers).
Developing and maintaining effective industry relationships with clients, lenders, legal counsel, and external parties (in collaboration with VPs and Senior Transactors).
Develop business and credit judgment as well as to provide balanced assessments in working with internal team members and partners.
Maintain a strong attention to detail, deliver high quality work product, and complete work in assigned timeframes.
Qualifications:
2-3 years of banking experience, preferably with loan syndication, asset-based finance, or capital markets experience
Completion of formal credit training program preferred
Fundamental credit skills, including demonstrated ability to evaluate business, industry, financial performance, and structure/terms
Strong financial and analytic skills, including proficiency with financial modeling and ability to rapidly assimilate complex information
Excellent command of Microsoft Suite, with an emphasis on PowerPoint and Excel
High level of energy, enthusiasm, and motivation
Team player, able to facilitate strong partnerships
Detail-oriented individual with strong organization ability and excellent communication, writing, and presentation skills
Obtain and maintain required FINRA registration and licensing
Education:
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Commercial and Business Sales
Job Family:
Commercial Product Sales
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$109,120.00 - $163,680.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Jan 03, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( .
View Citi's EEO Policy Statement ( and the Know Your Rights ( poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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